Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 117 |
Citadel Advisors | 30 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 85 |
Walleye Trading LLC | 24 | 8 | 0.00% | 0.01% | 0.22% | Q3 2015 | Q3 2023 | 79 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 56 |
JANE STREET GROUP, LLC | 19 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 49 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.01% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 46 |
PALISADE CAPITAL MANAGEMENT, LP | 44 | 44 | 0.02% | 0.55% | 1.34% | Q4 2012 | Q3 2023 | 44 |
Cutler Group LLC / CA | 11 | 10 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2021 | 44 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 44 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.04% | 0.14% | Q4 2012 | Q3 2023 | 43 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Burgundy Asset Management Ltd. | 42 | 42 | 0.31% | 1.80% | 3.93% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 42 | 42 | 0.16% | 1.01% | 1.70% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.02% | 0.04% | Q2 2012 | Q4 2022 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 41 | 41 | 0.00% | 0.06% | 0.17% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 41 |
GUGGENHEIM CAPITAL LLC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
WELLINGTON MANAGEMENT GROUP LLP | 38 | 2 | 0.00% | 0.08% | 0.32% | Q3 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 29 | 4 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 40 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 6 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
PANAGORA ASSET MANAGEMENT INC | 39 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 40 |
PRUDENTIAL FINANCIAL INC | 27 | 13 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 40 |
Incline Global Management LLC | 35 | 35 | 0.74% | 5.05% | 8.33% | Q1 2015 | Q3 2023 | 40 |
BOSTON FAMILY OFFICE LLC | 40 | 40 | 0.02% | 0.23% | 0.66% | Q2 2013 | Q1 2023 | 40 |
HSBC HOLDINGS PLC | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 39 |
BRADLEY FOSTER & SARGENT INC/CT | 26 | 13 | 0.05% | 0.36% | 0.81% | Q4 2013 | Q3 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 38 | 38 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 38 |
FIRST TRUST ADVISORS LP | 33 | 5 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 38 |
GW&K Investment Management, LLC | 38 | 38 | 0.00% | 0.22% | 0.65% | Q2 2014 | Q3 2023 | 38 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 16 | 7 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 38 |
JPMORGAN CHASE & CO | 33 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 37 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 37 | 37 | 0.03% | 0.09% | 0.14% | Q3 2014 | Q3 2023 | 37 |
GILDER GAGNON HOWE & CO LLC | 37 | 37 | 0.06% | 0.35% | 0.66% | Q3 2014 | Q3 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 17 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 36 | 0.01% | 0.05% | 0.17% | Q4 2014 | Q3 2023 | 36 |
BESSEMER GROUP INC | 30 | 6 | 0.00% | 0.07% | 0.38% | Q3 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 36 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
Asset Management One Co., Ltd. | 26 | 9 | 0.02% | 0.06% | 0.20% | Q3 2014 | Q3 2023 | 35 |
Cubist Systematic Strategies, LLC | 16 | 1 | 0.00% | 0.04% | 0.22% | Q2 2014 | Q1 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.04% | 0.25% | Q1 2015 | Q3 2023 | 35 |
Gotham Asset Management, LLC | 19 | 1 | 0.01% | 0.08% | 0.21% | Q3 2013 | Q3 2023 | 34 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 34 | 34 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
US BANCORP \DE\ | 28 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 34 |
STATE OF WISCONSIN INVESTMENT BOARD | 34 | 34 | 0.01% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Southpoint Capital Advisors LP | 34 | 34 | 0.59% | 4.29% | 8.11% | Q2 2015 | Q3 2023 | 34 |
Neuberger Berman Group LLC | 20 | 14 | 0.00% | 0.01% | 0.10% | Q1 2015 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 17 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 34 |
Utah Retirement Systems | 34 | 34 | 0.02% | 0.04% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Twin Tree Management, LP | 24 | 2 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q4 2022 | 33 |
D. E. Shaw & Co., Inc. | 16 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 33 |
M&T BANK CORP | 27 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 33 |
Alkeon Capital Management | 33 | 33 | 0.21% | 0.87% | 1.75% | Q3 2015 | Q3 2023 | 33 |
ArrowMark Colorado Holdings LLC | 30 | 3 | 0.07% | 1.06% | 2.55% | Q3 2013 | Q3 2023 | 33 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.16% | 0.67% | 1.75% | Q2 2013 | Q3 2020 | 33 |
DekaBank Deutsche Girozentrale | 26 | 6 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 32 |
SG Americas Securities, LLC | 11 | 1 | 0.00% | 0.01% | 0.22% | Q3 2013 | Q3 2023 | 32 |
Select Equity Group, L.P. | 26 | 6 | 0.18% | 2.04% | 4.10% | Q2 2014 | Q3 2022 | 32 |
FORMULA GROWTH LTD | 32 | 32 | 0.67% | 0.97% | 1.55% | Q4 2015 | Q3 2023 | 32 |
STRS OHIO | 22 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 32 |
NORDEA INVESTMENT MANAGEMENT AB | 32 | 32 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 32 |
Mirae Asset Global Investments Co., Ltd. | 31 | 31 | 0.02% | 0.09% | 0.19% | Q1 2016 | Q3 2023 | 31 |
EAGLE ASSET MANAGEMENT INC | 13 | 7 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 31 |
Waratah Capital Advisors Ltd. | 10 | 1 | 0.01% | 1.86% | 10.41% | Q1 2014 | Q2 2023 | 31 |
Southeast Asset Advisors Inc. | 25 | 1 | 0.03% | 0.47% | 1.00% | Q3 2014 | Q1 2023 | 31 |
Harbor Spring Capital, LLC | 31 | 31 | 1.81% | 9.46% | 13.78% | Q4 2015 | Q2 2023 | 31 |
JANUS HENDERSON GROUP PLC | 29 | 1 | 0.02% | 0.48% | 0.70% | Q3 2013 | Q3 2023 | 31 |
PEAK6 Group LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2018 | 30 |
NISA INVESTMENT ADVISORS, LLC | 22 | 8 | 0.00% | 0.00% | 0.04% | Q1 2016 | Q3 2023 | 30 |
FIRST MERCANTILE TRUST CO | 20 | 10 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q3 2021 | 30 |
BNP Paribas Asset Management Holding S.A. | 22 | 8 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2022 | 30 |
Turtle Creek Asset Management | 30 | 30 | 4.27% | 6.89% | 10.38% | Q2 2016 | Q3 2023 | 30 |
NORTH STAR ASSET MANAGEMENT INC | 30 | 30 | 0.53% | 1.44% | 2.06% | Q2 2016 | Q3 2023 | 30 |
DUPONT CAPITAL MANAGEMENT CORP | 18 | 2 | 0.01% | 0.09% | 0.20% | Q3 2013 | Q2 2023 | 30 |
AMUNDI ASSET MANAGEMENT US, INC. | 16 | 1 | 0.01% | 0.03% | 0.10% | Q4 2012 | Q1 2021 | 30 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 30 | 30 | 0.27% | 0.46% | 0.61% | Q2 2016 | Q3 2023 | 30 |
Advisors Asset Management, Inc. | 25 | 5 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q1 2021 | 30 |
PEREGRINE CAPITAL MANAGEMENT LLC | 29 | 29 | 0.45% | 0.86% | 1.49% | Q3 2016 | Q3 2023 | 29 |
Meiji Yasuda Asset Management Co Ltd. | 29 | 29 | 0.08% | 0.31% | 0.66% | Q3 2016 | Q3 2023 | 29 |
CANTILLON CAPITAL MANAGEMENT LLC | 29 | 29 | 0.60% | 1.75% | 2.48% | Q3 2016 | Q3 2023 | 29 |
ASSETMARK, INC | 18 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 29 |
ProShare Advisors LLC | 20 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 28 |
First Horizon Advisors, Inc. | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 28 |
MOODY LYNN & LIEBERSON, LLC | 26 | 2 | 0.04% | 0.06% | 0.16% | Q3 2015 | Q3 2023 | 28 |
CIBC Asset Management Inc | 27 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
Daiwa Securities Group Inc. | 26 | 2 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 28 |
Meiji Yasuda Life Insurance Co | 28 | 28 | 0.01% | 0.11% | 0.28% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 28 |
Veritable, L.P. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 28 | 28 | 0.64% | 1.18% | 1.45% | Q4 2016 | Q3 2023 | 28 |
Capital Investment Services of America, Inc. | 28 | 28 | 0.97% | 2.04% | 2.70% | Q4 2016 | Q3 2023 | 28 |
ClariVest Asset Management LLC | 23 | 2 | 0.00% | 0.34% | 0.76% | Q4 2013 | Q2 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.02% | 0.14% | Q1 2017 | Q3 2023 | 27 |
MARTINGALE ASSET MANAGEMENT L P | 18 | 1 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Echo Street Capital Management LLC | 19 | 1 | 0.00% | 0.80% | 2.01% | Q2 2016 | Q3 2023 | 27 |
DnB Asset Management AS | 27 | 27 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q4 2023 | 27 |
FIL Ltd | 27 | 27 | 0.03% | 0.04% | 0.07% | Q3 2016 | Q1 2023 | 27 |
SIGNET FINANCIAL MANAGEMENT, LLC | 27 | 27 | 0.55% | 0.94% | 1.50% | Q1 2017 | Q3 2023 | 27 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 1 | 0.01% | 0.07% | 0.23% | Q2 2013 | Q4 2022 | 27 |
COMERICA BANK | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
FIFTH THIRD BANCORP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 27 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 26 |
Gulf International Bank (UK) Ltd | 26 | 26 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Mitsubishi UFJ Trust & Banking Corp | 26 | 26 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
KBC Group NV | 26 | 26 | 0.01% | 0.09% | 0.23% | Q2 2017 | Q3 2023 | 26 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 24 | 2 | 0.03% | 0.44% | 1.65% | Q4 2014 | Q2 2023 | 26 |
GLENMEDE TRUST CO NA | 25 | 1 | 0.00% | 0.16% | 0.47% | Q3 2016 | Q3 2023 | 26 |
Sumitomo Mitsui Trust Holdings, Inc. | 26 | 26 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Skandinaviska Enskilda Banken AB (publ) | 26 | 26 | 0.00% | 0.02% | 0.11% | Q2 2017 | Q3 2023 | 26 |
People's United Financial, Inc. | 26 | 26 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q4 2020 | 26 |
NOMURA ASSET MANAGEMENT CO LTD | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 26 | 26 | 0.04% | 0.07% | 0.12% | Q2 2017 | Q3 2023 | 26 |
GREAT LAKES ADVISORS, LLC | 26 | 26 | 0.05% | 0.37% | 1.04% | Q2 2017 | Q3 2023 | 26 |
Robeco Institutional Asset Management B.V. | 26 | 26 | 0.01% | 0.08% | 0.20% | Q2 2017 | Q3 2023 | 26 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Mitsubishi UFJ Asset Management Co., Ltd. | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
TORONTO DOMINION BANK | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
REGIONS FINANCIAL CORP | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 26 |
TUDOR INVESTMENT CORP ET AL | 13 | 1 | 0.01% | 0.07% | 0.26% | Q3 2013 | Q3 2022 | 25 |
BLAIR WILLIAM & CO/IL | 17 | 3 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 25 |
MACKENZIE FINANCIAL CORP | 16 | 1 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q3 2023 | 25 |
SHELL ASSET MANAGEMENT CO | 24 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 25 |
Nuveen Asset Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 25 |
Capital Impact Advisors, LLC | 14 | 3 | 0.11% | 0.89% | 1.67% | Q1 2015 | Q4 2022 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
APG Asset Management N.V. | 25 | 25 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 25 |
STIFEL FINANCIAL CORP | 22 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 24 |
SUNTRUST BANKS INC | 21 | 3 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2019 | 24 |
COMPTON CAPITAL MANAGEMENT INC /RI | 24 | 24 | 0.31% | 0.42% | 0.63% | Q2 2017 | Q1 2023 | 24 |
MML INVESTORS SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 24 |
Andra AP-fonden | 12 | 6 | 0.03% | 0.19% | 0.63% | Q2 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 24 |
THOMPSON SIEGEL & WALMSLEY LLC | 17 | 7 | 0.00% | 0.54% | 1.14% | Q2 2013 | Q3 2023 | 24 |
ALPS ADVISORS INC | 22 | 2 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 24 | 24 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 24 |
IFM Investors Pty Ltd | 23 | 23 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
AXA S.A. | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
NICOLET BANKSHARES INC | 23 | 23 | 0.08% | 0.11% | 0.13% | Q1 2018 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
CIBC Private Wealth Group, LLC | 20 | 3 | 0.00% | 0.10% | 0.42% | Q3 2017 | Q3 2023 | 23 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q4 2022 | 23 |
National Pension Service | 23 | 23 | 0.00% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Douglas Lane & Associates, LLC | 23 | 23 | 0.01% | 0.67% | 1.27% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Front Row Advisors LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Evercore Wealth Management, LLC | 15 | 8 | 0.00% | 0.77% | 1.64% | Q1 2016 | Q3 2023 | 23 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.15% | 0.51% | Q2 2015 | Q3 2023 | 23 |
State of Alaska, Department of Revenue | 13 | 10 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Man Group plc | 13 | 9 | 0.00% | 0.06% | 0.24% | Q1 2018 | Q3 2023 | 22 |
MILLENNIUM MANAGEMENT LLC | 20 | 2 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 22 |
PRIVATE TRUST CO NA | 15 | 1 | 0.00% | 0.07% | 0.12% | Q3 2014 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.00% | 0.05% | Q4 2017 | Q3 2023 | 22 |
QS Investors, LLC | 17 | 5 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2020 | 22 |
Paloma Partners Management Co | 6 | 1 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q1 2022 | 22 |
Aperio Group, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2020 | 22 |
Three Peaks Capital Management, LLC | 22 | 22 | 0.52% | 1.67% | 2.32% | Q2 2016 | Q3 2021 | 22 |
abrdn plc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Schonfeld Strategic Advisors LLC | 11 | 1 | 0.01% | 0.12% | 0.32% | Q1 2016 | Q3 2023 | 22 |
CONNABLE OFFICE INC | 12 | 2 | 0.03% | 0.05% | 0.06% | Q3 2015 | Q1 2022 | 22 |
MARKSTON INTERNATIONAL LLC | 21 | 21 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q4 2021 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.03% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 21 |
AVIVA PLC | 21 | 21 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.03% | 0.14% | Q3 2015 | Q2 2023 | 21 |
ROYAL LONDON ASSET MANAGEMENT LTD | 21 | 21 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.06% | 0.23% | Q2 2016 | Q3 2023 | 21 |
Penserra Capital Management LLC | 19 | 1 | 0.00% | 0.08% | 1.37% | Q1 2017 | Q3 2023 | 21 |
Fisher Asset Management, LLC | 15 | 6 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 21 |
Renaissance Technologies | 7 | 1 | 0.01% | 0.02% | 0.06% | Q2 2015 | Q3 2022 | 21 |
EXANE DERIVATIVES | 21 | 21 | 0.00% | 0.06% | 0.34% | Q2 2017 | Q2 2022 | 21 |
CANADA PENSION PLAN INVESTMENT BOARD | 19 | 2 | 0.00% | 0.00% | 0.04% | Q1 2018 | Q3 2023 | 21 |
FEDERATED HERMES, INC. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CIBC WORLD MARKET INC. | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 17 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
PenderFund Capital Management Ltd. | 20 | 20 | 0.94% | 2.92% | 5.36% | Q4 2018 | Q3 2023 | 20 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.04% | 0.26% | Q4 2013 | Q3 2022 | 20 |
M Holdings Securities, Inc. | 9 | 1 | 0.03% | 0.10% | 0.34% | Q4 2015 | Q2 2023 | 20 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.03% | 0.20% | Q4 2013 | Q3 2022 | 20 |
Autus Asset Management, LLC | 20 | 20 | 0.31% | 0.65% | 0.90% | Q1 2018 | Q4 2022 | 20 |
BALYASNY ASSET MANAGEMENT L.P. | 11 | 2 | 0.00% | 0.05% | 0.32% | Q3 2015 | Q3 2022 | 20 |
AMERICAN CENTURY COMPANIES INC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 20 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2023 | 20 |
OPPENHEIMER ASSET MANAGEMENT INC. | 14 | 6 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 20 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 20 |
RAYMOND JAMES TRUST N.A. | 14 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 20 |
PUTNAM INVESTMENTS LLC | 15 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2022 | 20 |
Horizon Kinetics | 20 | 20 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2018 | 20 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.01% | 0.16% | 0.36% | Q3 2015 | Q2 2022 | 20 |
Achmea Investment Management B.V. | 11 | 1 | 0.02% | 0.06% | 0.12% | Q2 2017 | Q3 2023 | 20 |
STEPHENS INC /AR/ | 20 | 20 | 0.01% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Harel Insurance Investments & Financial Services Ltd. | 20 | 20 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2020 | 20 |
QUADRANT CAPITAL GROUP LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CENTRAL TRUST Co | 20 | 20 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2022 | 20 |
GLOBEFLEX CAPITAL L P | 15 | 5 | 0.05% | 0.19% | 0.39% | Q1 2014 | Q2 2022 | 20 |
SIGNATUREFD, LLC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Plante Moran Financial Advisors, LLC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2021 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 19 |
World Asset Management Inc | 12 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2021 | 19 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 12 | 3 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 19 |
VALLEY WEALTH MANAGERS, INC. | 19 | 19 | 1.01% | 1.35% | 1.61% | Q1 2019 | Q3 2023 | 19 |
Livforsakringsbolaget Skandia, Omsesidigt | 19 | 19 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 19 |
NATIXIS | 8 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q1 2023 | 19 |
KIRR MARBACH & CO LLC /IN/ | 19 | 19 | 1.81% | 2.81% | 3.58% | Q1 2019 | Q3 2023 | 19 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q4 2020 | 19 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 19 | 19 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 12 | 3 | 0.07% | 0.41% | 1.19% | Q4 2017 | Q3 2023 | 19 |
O'Brien Greene & Co. Inc | 17 | 2 | 0.14% | 1.63% | 2.15% | Q4 2018 | Q3 2023 | 19 |
IBM Retirement Fund | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q1 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 19 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 19 | 19 | 0.49% | 1.48% | 1.99% | Q1 2019 | Q3 2023 | 19 |
MAI Capital Management | 19 | 19 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q1 2022 | 19 |
Kerrisdale Advisers, LLC | 8 | 1 | 1.12% | 3.08% | 7.85% | Q2 2014 | Q4 2022 | 18 |
CI INVESTMENTS INC. | 18 | 18 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Lindbrook Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 18 | 18 | 1.48% | 1.85% | 2.42% | Q1 2019 | Q2 2023 | 18 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 18 | 18 | 0.11% | 0.60% | 0.97% | Q2 2019 | Q3 2023 | 18 |
Oribel Capital Management, LP | 7 | 1 | 0.13% | 1.68% | 5.03% | Q4 2016 | Q3 2023 | 18 |
AMP Capital Investors Ltd | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q3 2021 | 18 |
Mount Yale Investment Advisors, LLC | 9 | 3 | 0.03% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 18 |
COMMERCE BANK | 11 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 18 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 9 | 9 | 0.05% | 0.64% | 1.32% | Q2 2013 | Q3 2023 | 18 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 18 |
Tiger Legatus Capital Management, LLC | 12 | 6 | 1.12% | 4.57% | 8.54% | Q1 2014 | Q4 2019 | 18 |
CASTLEARK MANAGEMENT LLC | 18 | 18 | 0.05% | 0.20% | 0.52% | Q1 2015 | Q2 2019 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 4 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 18 |
Arizona State Retirement System | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Junto Capital Management LP | 6 | 1 | 0.13% | 4.07% | 10.56% | Q1 2015 | Q3 2023 | 18 |
Carmignac Gestion | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 18 | 18 | 0.08% | 0.44% | 0.56% | Q2 2019 | Q3 2023 | 18 |
TimesSquare Capital Management, LLC | 13 | 2 | 0.13% | 0.52% | 0.72% | Q2 2013 | Q3 2022 | 18 |
Sky Investment Group LLC | 9 | 1 | 0.05% | 0.07% | 0.09% | Q1 2018 | Q2 2023 | 18 |
GATEWAY INVESTMENT ADVISERS LLC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.07% | 0.29% | Q1 2016 | Q3 2023 | 18 |
MSD Partners, L.P. | 18 | 18 | 3.13% | 7.00% | 12.14% | Q2 2013 | Q3 2017 | 18 |
LAZARD ASSET MANAGEMENT LLC | 9 | 8 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 17 |
9258 Wealth Management, LLC | 17 | 17 | 0.05% | 0.09% | 0.16% | Q3 2019 | Q3 2023 | 17 |
PICTET ASSET MANAGEMENT LTD | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2021 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Argent Trust Co | 14 | 3 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 17 |
Anchor Investment Management, LLC | 17 | 17 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q4 2023 | 17 |
Broad Run Investment Management | 17 | 17 | 0.93% | 4.46% | 5.30% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.06% | 0.08% | Q4 2018 | Q4 2022 | 17 |
Rockefeller Capital Management L.P. | 16 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Skylands Capital, LLC | 17 | 17 | 0.16% | 0.57% | 0.75% | Q3 2019 | Q3 2023 | 17 |
Sunriver Management LLC | 17 | 17 | 6.31% | 8.82% | 11.41% | Q3 2019 | Q3 2023 | 17 |
Kovitz Investment Group Partners, LLC | 17 | 17 | 0.01% | 1.00% | 1.51% | Q3 2019 | Q3 2023 | 17 |
FIRST MANHATTAN CO. LLC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2019 | 17 |
Stanley Capital Management, LLC | 17 | 17 | 0.68% | 1.76% | 2.59% | Q3 2019 | Q3 2023 | 17 |
Glassman Wealth Services | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
ANCHOR CAPITAL ADVISORS LLC | 17 | 17 | 1.03% | 1.50% | 1.86% | Q3 2019 | Q3 2023 | 17 |
Archford Capital Strategies, LLC | 7 | 2 | 0.00% | 0.04% | 0.18% | Q2 2014 | Q3 2023 | 17 |
Copeland Capital Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.20% | 0.88% | Q1 2018 | Q3 2022 | 17 |
Capital Research Global Investors | 17 | 17 | 0.03% | 0.09% | 0.20% | Q3 2019 | Q3 2023 | 17 |
SHEETS SMITH WEALTH MANAGEMENT | 11 | 1 | 0.11% | 0.53% | 0.87% | Q4 2015 | Q3 2022 | 17 |
HUNTINGTON NATIONAL BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 17 |
CHICAGO TRUST Co NA | 12 | 5 | 0.08% | 0.23% | 0.42% | Q2 2017 | Q3 2023 | 17 |
Janney Montgomery Scott LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.02% | 0.12% | Q2 2019 | Q3 2023 | 16 |
HRT FINANCIAL LP | 14 | 2 | 0.01% | 0.12% | 0.42% | Q1 2019 | Q3 2023 | 16 |
VALINOR MANAGEMENT, L.P. | 9 | 7 | 0.53% | 3.39% | 5.32% | Q2 2015 | Q3 2019 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 5 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2021 | 16 |
FDx Advisors, Inc. | 10 | 6 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.23% | 0.37% | 0.62% | Q2 2013 | Q1 2017 | 16 |
Redpoint Investment Management Pty Ltd | 13 | 3 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q3 2022 | 16 |
Proficio Capital Partners LLC | 10 | 6 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q2 2022 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.70% | 0.90% | 1.74% | Q4 2019 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.05% | 0.20% | 0.41% | Q4 2019 | Q3 2023 | 16 |
TELEMUS CAPITAL, LLC | 14 | 1 | 0.00% | 0.32% | 0.46% | Q4 2017 | Q2 2023 | 16 |
Pendal Group Ltd | 8 | 2 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q4 2022 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q4 2023 | 16 |
USS Investment Management Ltd | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, L.P. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q2 2019 | 15 |
Prana Capital Management, LP | 6 | 1 | 0.14% | 1.79% | 4.66% | Q4 2017 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q2 2020 | 15 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CORNERCAP INVESTMENT COUNSEL INC | 14 | 1 | 0.04% | 0.54% | 0.73% | Q2 2018 | Q4 2022 | 15 |
Korea Investment CORP | 10 | 2 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 15 |
CARRET ASSET MANAGEMENT, LLC | 15 | 15 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
GAMBLE JONES INVESTMENT COUNSEL | 15 | 15 | 0.16% | 0.28% | 0.36% | Q2 2016 | Q4 2019 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.12% | 0.29% | 0.52% | Q1 2020 | Q3 2023 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 2 | 0.00% | 0.05% | 0.19% | Q4 2017 | Q1 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
SCHWARTZ INVESTMENT COUNSEL INC | 15 | 15 | 0.95% | 1.15% | 1.41% | Q1 2020 | Q3 2023 | 15 |
Nationwide Fund Advisors | 10 | 5 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2017 | 15 |
Qube Research & Technologies Ltd | 14 | 1 | 0.00% | 0.11% | 0.20% | Q3 2018 | Q3 2023 | 15 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 15 | 15 | 0.04% | 0.06% | 0.09% | Q1 2018 | Q3 2021 | 15 |
Creative Planning | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 13 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
LINCOLN NATIONAL CORP | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Strategic Global Advisors, LLC | 7 | 3 | 0.08% | 0.22% | 0.66% | Q3 2015 | Q4 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
ETF MANAGERS GROUP, LLC | 11 | 1 | 0.00% | 0.11% | 0.36% | Q1 2016 | Q4 2020 | 15 |
Vestmark Advisory Solutions, Inc. | 14 | 1 | 0.04% | 0.13% | 0.19% | Q3 2019 | Q2 2023 | 15 |
OLD NATIONAL BANCORP /IN/ | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
BI Asset Management Fondsmaeglerselskab A/S | 12 | 2 | 0.00% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 14 |
Giverny Capital | 14 | 14 | 0.04% | 1.10% | 2.84% | Q1 2020 | Q2 2023 | 14 |
Foster Victor Wealth Advisors, LLC | 14 | 14 | 0.14% | 0.86% | 1.28% | Q2 2020 | Q3 2023 | 14 |
Greenhouse Funds LLLP | 14 | 14 | 1.87% | 4.29% | 6.44% | Q4 2016 | Q1 2020 | 14 |
Lee Financial Co | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
ALLSTATE CORP | 12 | 2 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q4 2022 | 14 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 14 |
Cornerstone Investment Partners, LLC | 14 | 14 | 1.81% | 2.78% | 3.62% | Q2 2020 | Q3 2023 | 14 |
MARSHALL WACE, LLP | 5 | 1 | 0.01% | 0.11% | 0.30% | Q2 2015 | Q4 2021 | 14 |
Baupost Group | 14 | 14 | 0.10% | 2.52% | 4.02% | Q2 2020 | Q3 2023 | 14 |
Verdence Capital Advisors LLC | 14 | 14 | 0.25% | 0.49% | 0.64% | Q2 2020 | Q3 2023 | 14 |
WINTON GROUP Ltd | 13 | 1 | 0.01% | 0.05% | 0.17% | Q1 2018 | Q2 2023 | 14 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2021 | 14 |
Marshall Wace North America L.P. | 9 | 1 | 0.01% | 0.31% | 0.89% | Q2 2013 | Q3 2021 | 14 |
Bayesian Capital Management, LP | 4 | 1 | 0.05% | 0.16% | 0.38% | Q1 2017 | Q2 2023 | 14 |
GMT CAPITAL CORP | 14 | 14 | 1.47% | 2.35% | 3.28% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 13 | 1 | 0.00% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 14 |
Inspire Investing, LLC | 13 | 1 | 0.02% | 0.08% | 0.17% | Q1 2020 | Q3 2023 | 14 |
Psagot Value Holdings Ltd. | 12 | 2 | 0.00% | 0.09% | 0.26% | Q4 2017 | Q3 2021 | 14 |
GREENLEAF TRUST | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Monarch Partners Asset Management LLC | 7 | 7 | 0.29% | 1.12% | 2.31% | Q2 2013 | Q1 2017 | 14 |
Boston Partners | 14 | 14 | 0.52% | 0.59% | 0.67% | Q2 2020 | Q3 2023 | 14 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.14% | 0.26% | Q1 2015 | Q3 2023 | 14 |
Palestra Capital Management LLC | 10 | 4 | 2.58% | 4.90% | 6.79% | Q1 2015 | Q4 2018 | 14 |
NEW SOUTH CAPITAL MANAGEMENT INC | 14 | 14 | 1.12% | 1.52% | 1.80% | Q2 2020 | Q3 2023 | 14 |
Triad Investment Management | 8 | 6 | 2.47% | 3.46% | 4.28% | Q3 2019 | Q3 2023 | 14 |
SWARTHMORE GROUP INC | 14 | 14 | 0.10% | 2.19% | 3.71% | Q1 2019 | Q2 2022 | 14 |
Pinnacle Bancorp, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Parkside Financial Bank & Trust | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 11 | 1 | 0.01% | 0.14% | 0.44% | Q4 2019 | Q2 2023 | 13 |
NN Investment Partners Holdings N.V. | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q2 2021 | 13 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.04% | 0.15% | Q1 2017 | Q3 2023 | 13 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 7 | 6 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 13 |
RWC Asset Management LLP | 7 | 2 | 0.17% | 0.77% | 1.66% | Q1 2015 | Q2 2019 | 13 |
CULLEN/FROST BANKERS, INC. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
BANK OF NOVA SCOTIA | 11 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 13 |
Olstein Capital Management, L.P. | 13 | 13 | 0.78% | 1.19% | 1.55% | Q3 2020 | Q3 2023 | 13 |
SECOR Capital Advisors, LP | 7 | 1 | 0.07% | 0.27% | 0.58% | Q4 2013 | Q4 2017 | 13 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 13 |
SHINE INVESTMENT ADVISORY SERVICES INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 13 |
SALEM INVESTMENT COUNSELORS INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Parallax Volatility Advisers, L.P. | 4 | 3 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2020 | 13 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.07% | 0.18% | Q3 2014 | Q2 2022 | 13 |
PZENA INVESTMENT MANAGEMENT LLC | 10 | 3 | 0.00% | 1.56% | 3.63% | Q2 2018 | Q3 2023 | 13 |
SRS Capital Advisors, Inc. | 10 | 3 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Numeric Investors LLC | 8 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2017 | 13 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 8 | 2 | 0.02% | 0.06% | 0.12% | Q2 2015 | Q2 2023 | 13 |
TCI Wealth Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
ZACKS INVESTMENT MANAGEMENT | 10 | 3 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q2 2019 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.03% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
AlphaCrest Capital Management LLC | 12 | 1 | 0.02% | 0.10% | 0.28% | Q2 2019 | Q3 2022 | 13 |
EMINENCE CAPITAL, LP | 13 | 13 | 0.71% | 1.12% | 1.58% | Q4 2019 | Q4 2022 | 13 |
Avestar Capital, LLC | 10 | 3 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 13 |
Dynamic Advisor Solutions LLC | 10 | 3 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 13 |
ROYCE & ASSOCIATES LP | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2018 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 3 | 0.00% | 0.00% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BP PLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q2 2021 | 12 |
Jackson Creek Investment Advisors LLC | 12 | 12 | 0.14% | 0.22% | 0.36% | Q3 2020 | Q2 2023 | 12 |
Baltimore-Washington Financial Advisors, Inc. | 12 | 12 | 0.03% | 0.11% | 0.24% | Q2 2019 | Q1 2022 | 12 |
CHARTWELL INVESTMENT PARTNERS, LLC | 12 | 12 | 0.09% | 0.99% | 2.22% | Q2 2014 | Q1 2017 | 12 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 12 | 12 | 0.32% | 0.99% | 1.92% | Q4 2020 | Q3 2023 | 12 |
NORRIS PERNE & FRENCH LLP/MI | 12 | 12 | 0.75% | 0.92% | 1.20% | Q4 2020 | Q3 2023 | 12 |
AlphaMark Advisors, LLC | 12 | 12 | 0.20% | 0.23% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Sandhill Capital Partners LLC | 12 | 12 | 2.40% | 3.03% | 3.63% | Q1 2018 | Q4 2020 | 12 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.04% | 0.19% | 0.49% | Q3 2013 | Q4 2019 | 12 |
LS Investment Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 12 |
Assenagon Asset Management S.A. | 4 | 1 | 0.00% | 0.06% | 0.19% | Q3 2018 | Q2 2023 | 12 |
Cipher Capital LP | 5 | 2 | 0.06% | 0.25% | 0.65% | Q1 2016 | Q3 2022 | 12 |
WADDELL & REED FINANCIAL INC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Xact Kapitalforvaltning AB | 12 | 12 | 0.03% | 0.06% | 0.09% | Q2 2017 | Q1 2020 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 0.94% | 1.04% | 1.18% | Q4 2020 | Q3 2023 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q4 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Bartlett & Co. LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 12 |
Symmetry Partners, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 10 | 2 | 0.00% | 0.04% | 0.23% | Q1 2019 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 12 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.04% | 0.25% | Q2 2015 | Q1 2021 | 12 |
Running Oak Capital LLC | 7 | 5 | 1.54% | 1.82% | 3.12% | Q4 2019 | Q3 2023 | 12 |
HIGHLAND CAPITAL MANAGEMENT LP | 12 | 12 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q2 2019 | 12 |
MBM Wealth Consultants, LLC | 12 | 12 | 0.08% | 0.19% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 1.35% | 1.68% | 1.96% | Q4 2020 | Q3 2023 | 12 |
FORSTA AP-FONDEN | 11 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q2 2023 | 12 |
Ayrshire Capital Management LLC | 12 | 12 | 0.40% | 0.53% | 0.86% | Q2 2020 | Q1 2023 | 12 |
Holocene Advisors, LP | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 12 |
State of Wyoming | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Cambridge Investment Research Advisors, Inc. | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q4 2019 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Salvus Wealth Management, LLC | 11 | 11 | 0.58% | 0.68% | 0.81% | Q4 2020 | Q2 2023 | 11 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.06% | 0.34% | 1.06% | Q2 2016 | Q3 2023 | 11 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 11 | 11 | 0.02% | 0.27% | 0.60% | Q4 2019 | Q2 2022 | 11 |
NEXT Financial Group, Inc | 6 | 5 | 0.00% | 0.01% | 0.08% | Q1 2019 | Q4 2021 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
BANBURY PARTNERS LLC | 9 | 2 | 0.49% | 5.13% | 8.57% | Q2 2018 | Q1 2021 | 11 |
Natixis Investment Managers International | 9 | 2 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 11 |
Yorktown Management & Research Co Inc | 11 | 11 | 0.26% | 0.31% | 0.38% | Q2 2020 | Q4 2022 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
CNA FINANCIAL CORP | 11 | 11 | 1.51% | 2.37% | 4.80% | Q1 2020 | Q3 2022 | 11 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.10% | 0.31% | Q3 2016 | Q4 2022 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.03% | 0.05% | 0.12% | Q4 2017 | Q2 2020 | 11 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 11 | 11 | 2.26% | 3.29% | 4.49% | Q4 2020 | Q2 2023 | 11 |
Tributary Capital Management, LLC | 11 | 11 | 0.06% | 0.12% | 0.20% | Q2 2018 | Q4 2020 | 11 |
LOEWS CORP | 11 | 11 | 0.10% | 0.12% | 0.18% | Q1 2020 | Q3 2022 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 0.50% | 0.79% | 0.99% | Q4 2020 | Q3 2023 | 11 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 11 |
First Personal Financial Services | 8 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 11 |
General Equity Holdings LP | 11 | 11 | 6.46% | 10.11% | 15.00% | Q2 2018 | Q4 2020 | 11 |
LOOMIS SAYLES & CO L P | 7 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2022 | 11 |
Berman Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
HOWE & RUSLING INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 11 |
Vident Investment Advisory, LLC | 4 | 1 | 0.01% | 0.09% | 0.30% | Q2 2017 | Q2 2023 | 11 |
Cascade Investment Advisors, Inc. | 11 | 11 | 0.67% | 0.79% | 0.88% | Q3 2019 | Q1 2022 | 11 |
XPONANCE, INC. | 6 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Fiera Capital Corp | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 11 |
Cerebellum GP, LLC | 9 | 2 | 0.06% | 0.23% | 0.30% | Q4 2017 | Q3 2020 | 11 |
BURNEY CO/ | 11 | 11 | 0.03% | 0.07% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 11 |
WHITTIER TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 10 | 0.03% | 0.08% | 0.12% | Q4 2020 | Q1 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.02% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Blacksheep Fund Management Ltd | 10 | 10 | 11.56% | 17.55% | 25.25% | Q2 2020 | Q3 2022 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
BOSTON ADVISORS LLC | 7 | 3 | 0.01% | 0.12% | 0.57% | Q3 2013 | Q4 2018 | 10 |
MACKAY SHIELDS LLC | 8 | 2 | 0.01% | 0.06% | 0.13% | Q1 2018 | Q1 2021 | 10 |
Amundi | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 10 |
JUPITER ASSET MANAGEMENT LTD | 5 | 2 | 0.03% | 0.37% | 0.82% | Q1 2018 | Q2 2022 | 10 |
RMB Capital Management, LLC | 10 | 10 | 0.47% | 0.59% | 0.82% | Q3 2017 | Q4 2019 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.07% | 0.27% | 0.59% | Q4 2016 | Q3 2023 | 10 |
Advocacy Wealth Management Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Harspring Capital Management, LLC | 10 | 10 | 1.09% | 3.77% | 12.86% | Q1 2020 | Q2 2022 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
GHP Investment Advisors, Inc. | 10 | 10 | 0.05% | 0.22% | 0.28% | Q2 2021 | Q3 2023 | 10 |
ST GERMAIN D J CO INC | 10 | 10 | 0.35% | 0.40% | 0.46% | Q4 2019 | Q1 2022 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Principal Street Partners, LLC | 10 | 10 | 0.20% | 0.35% | 0.48% | Q2 2019 | Q3 2021 | 10 |
Vestcor Inc | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BOKF, NA | 7 | 1 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 10 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2023 | 10 |
Cetera Advisor Networks LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Hillsdale Investment Management Inc. | 8 | 2 | 0.00% | 0.04% | 0.05% | Q4 2019 | Q3 2022 | 10 |
Blue Grotto Capital, LLC | 6 | 4 | 2.75% | 6.59% | 8.68% | Q4 2019 | Q2 2022 | 10 |
Polar Capital LLP | 10 | 10 | 0.17% | 0.46% | 0.75% | Q2 2018 | Q3 2020 | 10 |
PRUDENTIAL PLC | 7 | 3 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Petrus Trust Company, LTA | 3 | 1 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Migdal Insurance & Financial Holdings Ltd. | 10 | 10 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q2 2020 | 10 |
GUARDIAN POINT CAPITAL, LP | 10 | 10 | 4.90% | 8.12% | 11.60% | Q1 2019 | Q2 2021 | 10 |
Rock Creek Group, LP | 6 | 1 | 0.02% | 0.76% | 1.79% | Q1 2019 | Q3 2023 | 10 |
Origin Asset Management LLP | 6 | 4 | 0.02% | 0.51% | 1.74% | Q4 2014 | Q2 2019 | 10 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2016 | 10 |
Catalyst Capital Advisors LLC | 9 | 1 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2022 | 10 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SYCOMORE ASSET MANAGEMENT | 9 | 9 | 0.51% | 0.67% | 0.86% | Q3 2020 | Q3 2022 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
Mawer Investment Management Ltd. | 9 | 9 | 0.00% | 0.22% | 0.32% | Q3 2021 | Q3 2023 | 9 |
K.J. Harrison & Partners Inc | 8 | 1 | 0.06% | 0.73% | 1.88% | Q1 2018 | Q2 2020 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 9 | 0.01% | 0.03% | 0.03% | Q3 2016 | Q3 2018 | 9 |
IMPAX ASSET MANAGEMENT LLC | 4 | 2 | 0.02% | 0.36% | 1.38% | Q3 2013 | Q2 2018 | 9 |
CADENCE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.10% | 0.25% | 0.42% | Q1 2013 | Q1 2015 | 9 |
Seascape Capital Management | 9 | 9 | 0.22% | 0.33% | 0.41% | Q4 2020 | Q4 2022 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.05% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
FRED ALGER MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2021 | 9 |
Teza Capital Management LLC | 3 | 1 | 0.02% | 0.20% | 0.62% | Q2 2019 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
REGENTATLANTIC CAPITAL LLC | 9 | 9 | 0.01% | 0.10% | 0.17% | Q3 2020 | Q3 2022 | 9 |
Itau Unibanco Holding S.A. | 7 | 2 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2019 | 9 |
HARBOUR INVESTMENTS, INC. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Mn Services Vermogensbeheer B.V. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q2 2019 | 9 |
Voss Capital, LLC | 5 | 3 | 0.22% | 1.95% | 4.28% | Q4 2019 | Q3 2023 | 9 |
Realta Investment Advisors | 5 | 4 | 0.04% | 0.08% | 0.17% | Q1 2019 | Q1 2023 | 9 |
Roundview Capital LLC | 9 | 9 | 0.05% | 0.16% | 0.27% | Q1 2021 | Q1 2023 | 9 |
Summit Trail Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
PGGM Investments | 5 | 4 | 0.00% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.05% | 0.14% | Q1 2015 | Q3 2023 | 9 |
44 WEALTH MANAGEMENT LLC | 9 | 9 | 0.18% | 0.22% | 0.28% | Q2 2021 | Q2 2023 | 9 |
EXENCIAL WEALTH ADVISORS, LLC | 7 | 2 | 0.01% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 9 |
Neo Ivy Capital Management | 3 | 1 | 0.14% | 0.31% | 0.54% | Q2 2019 | Q3 2022 | 9 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
GAM Holding AG | 6 | 1 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q1 2019 | 9 |
Altshuler Shaham Ltd | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 9 |
Hudson Way Capital Management LLC | 6 | 3 | 3.16% | 5.89% | 8.90% | Q3 2019 | Q3 2023 | 9 |
Global Endowment Management, LP | 9 | 9 | 0.18% | 0.68% | 1.04% | Q4 2020 | Q4 2022 | 9 |
CLINTON GROUP INC | 7 | 1 | 0.02% | 0.11% | 0.26% | Q4 2013 | Q4 2017 | 9 |
Spot Trading L.L.C | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Quantitative Investment Management, LLC | 5 | 1 | 0.06% | 0.11% | 0.29% | Q2 2017 | Q2 2021 | 9 |
Quinn Opportunity Partners LLC | 7 | 2 | 0.02% | 0.19% | 0.32% | Q4 2014 | Q3 2023 | 9 |
Tredje AP-fonden | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 9 |
CONGRESS ASSET MANAGEMENT CO /MA | 9 | 9 | 1.03% | 1.22% | 1.41% | Q3 2017 | Q3 2019 | 9 |
CHASE INVESTMENT COUNSEL CORP | 9 | 9 | 0.52% | 1.24% | 2.77% | Q1 2017 | Q1 2019 | 9 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 9 | 9 | 0.18% | 0.37% | 0.52% | Q4 2018 | Q4 2020 | 9 |
PineBridge Investments, L.P. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Mariner, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 9 |
ZWJ INVESTMENT COUNSEL INC | 9 | 9 | 0.61% | 0.86% | 1.06% | Q3 2021 | Q3 2023 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 3 | 0.05% | 0.14% | 0.25% | Q4 2020 | Q1 2023 | 9 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.11% | 0.35% | Q3 2013 | Q1 2020 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Community Capital Management, LLC | 8 | 8 | 0.34% | 0.87% | 1.56% | Q3 2021 | Q2 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.52% | 0.74% | 0.91% | Q4 2021 | Q3 2023 | 8 |
TRUST CO OF VERMONT | 7 | 1 | 0.00% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
WFG Advisors, LP | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 8 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 8 | 8 | 0.99% | 1.66% | 2.14% | Q4 2021 | Q3 2023 | 8 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.07% | 0.24% | Q4 2013 | Q4 2019 | 8 |
Wealth Alliance | 5 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2023 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q1 2021 | 8 |
Legg Mason Asset Management (Japan) Co., Ltd. | 8 | 8 | 0.42% | 0.54% | 0.71% | Q4 2013 | Q3 2015 | 8 |
AdvisorNet Financial, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
FORA Capital, LLC | 4 | 1 | 0.01% | 0.14% | 0.24% | Q2 2020 | Q1 2023 | 8 |
CenterBook Partners LP | 8 | 8 | 0.18% | 0.46% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Williams Jones Wealth Management, LLC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.82% | 1.32% | 1.98% | Q4 2021 | Q3 2023 | 8 |
NorthCoast Asset Management LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q2 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Global X Management CO LLC | 8 | 8 | 0.00% | 0.07% | 0.28% | Q3 2016 | Q2 2018 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Swedbank | 8 | 8 | 0.21% | 0.43% | 0.70% | Q1 2019 | Q4 2020 | 8 |
River Road Asset Management, LLC | 8 | 8 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MERITAGE PORTFOLIO MANAGEMENT | 8 | 8 | 0.16% | 0.47% | 0.62% | Q1 2021 | Q4 2022 | 8 |
Findlay Park Partners LLP | 4 | 1 | 0.03% | 0.59% | 0.87% | Q2 2013 | Q4 2019 | 8 |
COMMONWEALTH BANK OF AUSTRALIA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.03% | 0.20% | 0.41% | Q2 2020 | Q3 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Meixler Investment Management, Ltd. | 8 | 8 | 0.24% | 0.57% | 1.18% | Q4 2021 | Q3 2023 | 8 |
RUSSELL FRANK CO/ | 6 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2016 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.06% | 0.18% | 0.24% | Q4 2020 | Q3 2022 | 8 |
INTRUST BANK NA | 8 | 8 | 0.06% | 0.10% | 0.15% | Q1 2018 | Q4 2019 | 8 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.08% | 0.14% | Q1 2015 | Q4 2019 | 8 |
Lionstone Capital Management LLC | 8 | 8 | 3.45% | 6.37% | 9.89% | Q2 2019 | Q1 2021 | 8 |
OAKBROOK INVESTMENTS LLC | 8 | 8 | 0.02% | 0.06% | 0.11% | Q1 2018 | Q4 2019 | 8 |
AMI ASSET MANAGEMENT CORP | 8 | 8 | 0.11% | 1.52% | 2.39% | Q3 2017 | Q2 2019 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2022 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.00% | 0.07% | 0.15% | Q2 2018 | Q4 2021 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.08% | 0.23% | Q2 2016 | Q3 2022 | 8 |
CARILLON TOWER ADVISERS, INC. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 3 | 0.00% | 0.03% | 0.15% | Q2 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Pacer Advisors, Inc. | 8 | 8 | 0.01% | 0.06% | 0.11% | Q4 2015 | Q3 2017 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2021 | 8 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.11% | 0.28% | Q4 2013 | Q4 2019 | 7 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2018 | Q3 2019 | 7 |
Capital Advisors, Ltd. LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.08% | 0.09% | 0.12% | Q1 2021 | Q3 2022 | 7 |
WRIGHT INVESTORS SERVICE INC | 5 | 2 | 0.11% | 0.17% | 0.21% | Q2 2020 | Q2 2023 | 7 |
Capital International Investors | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
AHL Partners LLP | 4 | 3 | 0.05% | 0.09% | 0.16% | Q4 2014 | Q4 2017 | 7 |
Atria Investments, Inc | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2020 | 7 |
LMR Partners LLP | 2 | 1 | 0.01% | 0.11% | 0.46% | Q2 2015 | Q3 2023 | 7 |
FULLER & THALER ASSET MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 7 |
Rikoon Group, LLC | 7 | 7 | 0.08% | 0.18% | 0.24% | Q3 2019 | Q1 2021 | 7 |
GUYASUTA INVESTMENT ADVISORS INC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Manchester Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 7 |
PARK PRESIDIO CAPITAL LLC | 7 | 7 | 2.12% | 5.29% | 8.04% | Q1 2016 | Q3 2017 | 7 |
Aquatic Capital Management LLC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Vulcan Value Partners, LLC | 4 | 1 | 0.52% | 1.75% | 2.62% | Q4 2017 | Q3 2023 | 7 |
DRH Investments, Inc. | 4 | 3 | 4.97% | 10.56% | 13.15% | Q3 2021 | Q3 2023 | 7 |
Bowling Portfolio Management LLC | 7 | 7 | 0.22% | 0.35% | 0.42% | Q3 2020 | Q1 2022 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 7 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 5 | 2 | 1.61% | 3.49% | 4.83% | Q1 2020 | Q2 2022 | 7 |
Cooper Financial Group | 6 | 1 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q4 2022 | 7 |
Vontobel Holding Ltd. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q1 2023 | 7 |
DEERE & CO | 7 | 7 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q1 2015 | 7 |
Oliver Luxxe Assets LLC | 3 | 2 | 0.06% | 0.22% | 0.45% | Q1 2019 | Q2 2023 | 7 |
FULTON BANK, N.A. | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 5 | 2 | 0.13% | 0.18% | 0.25% | Q4 2017 | Q3 2019 | 7 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.06% | 0.06% | 0.08% | Q4 2017 | Q2 2019 | 7 |
LSV ASSET MANAGEMENT | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Versant Capital Management, Inc | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2023 | 7 |
STEEL GROVE CAPITAL ADVISORS, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2018 | 7 |
Tortoise Investment Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
UNIVEST FINANCIAL Corp | 7 | 7 | 0.60% | 1.04% | 1.20% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
OAK RIDGE INVESTMENTS LLC | 7 | 7 | 0.06% | 0.12% | 0.19% | Q2 2018 | Q4 2019 | 7 |
GIRARD PARTNERS LTD. | 7 | 7 | 0.33% | 0.41% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Premier Fund Managers Ltd | 7 | 7 | 1.11% | 1.33% | 1.52% | Q2 2020 | Q4 2021 | 7 |
Motley Fool Asset Management LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
CLARK ESTATES INC/NY | 7 | 7 | 0.41% | 1.25% | 1.69% | Q3 2019 | Q1 2021 | 7 |
Balentine LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 7 |
YOUSIF CAPITAL MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Summit Global Investments | 7 | 7 | 0.04% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Quantinno Capital Management LP | 4 | 1 | 0.04% | 0.15% | 0.36% | Q3 2019 | Q3 2023 | 7 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 7 | 7 | 0.10% | 0.21% | 0.29% | Q1 2018 | Q3 2019 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 7 |
Guardian Wealth Management, Inc. | 4 | 3 | 0.01% | 0.41% | 1.64% | Q4 2021 | Q3 2023 | 7 |
First Allied Advisory Services, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.13% | 0.20% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.13% | 0.15% | 0.17% | Q2 2020 | Q4 2021 | 7 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2022 | 7 |
Alberta Investment Management Corp | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q2 2023 | 7 |
HBK INVESTMENTS L P | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 7 |
Oldfield Partners LLP | 7 | 7 | 9.99% | 13.39% | 17.18% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 7 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.09% | 0.17% | Q1 2019 | Q3 2023 | 6 |
Jump Financial, LLC | 5 | 1 | 0.02% | 0.11% | 0.25% | Q4 2021 | Q2 2023 | 6 |
WealthTrust-Arizona, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Neuburgh Advisers LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 6 |
Quilter Plc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
SMITH ASSET MANAGEMENT GROUP LP | 6 | 6 | 0.01% | 0.20% | 0.28% | Q4 2019 | Q1 2021 | 6 |
Callahan Advisors, LLC | 6 | 6 | 0.25% | 0.47% | 0.67% | Q3 2018 | Q4 2019 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.06% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Qtron Investments LLC | 3 | 1 | 0.04% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
BARINGS LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q2 2017 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.34% | 0.76% | 1.22% | Q2 2015 | Q3 2018 | 6 |
Prudent Man Advisors, LLC | 6 | 6 | 0.19% | 0.21% | 0.25% | Q2 2022 | Q3 2023 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.09% | 0.13% | 0.14% | Q3 2019 | Q4 2020 | 6 |
BESSEMER SECURITIES LLC | 6 | 6 | 0.22% | 0.42% | 0.53% | Q1 2021 | Q2 2022 | 6 |
Values First Advisors, Inc. | 6 | 6 | 0.88% | 1.00% | 1.18% | Q2 2022 | Q3 2023 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Kiwi Wealth Investments Limited Partnership | 4 | 2 | 0.20% | 0.24% | 0.30% | Q1 2020 | Q1 2022 | 6 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q4 2019 | 6 |
PA Capital LLC | 6 | 6 | 0.50% | 0.80% | 1.15% | Q4 2018 | Q1 2020 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Birch Run Capital Advisors, LP | 6 | 6 | 0.49% | 2.58% | 5.70% | Q2 2020 | Q3 2021 | 6 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 6 | 6 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q4 2022 | 6 |
Jupiter Wealth Management LLC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q1 2019 | Q2 2020 | 6 |
Truvvo Partners LLC | 6 | 6 | 0.24% | 0.37% | 0.47% | Q3 2016 | Q4 2017 | 6 |
VERNIER CAPITAL PARTNERS, LP | 6 | 6 | 2.99% | 4.10% | 5.62% | Q1 2018 | Q2 2019 | 6 |
Integre Asset Management, LLC | 4 | 2 | 1.19% | 1.54% | 1.95% | Q4 2015 | Q2 2019 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2020 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Pearl River Capital, LLC | 3 | 1 | 0.02% | 0.12% | 0.25% | Q4 2018 | Q3 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Hutchin Hill Capital, LP | 2 | 1 | 0.01% | 0.10% | 0.40% | Q3 2013 | Q3 2017 | 6 |
Spire Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
ARBOR CAPITAL MANAGEMENT LLC | 6 | 6 | 0.95% | 1.21% | 1.28% | Q4 2014 | Q1 2016 | 6 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.06% | 0.10% | Q1 2015 | Q2 2020 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
MAVERICK CAPITAL LTD | 5 | 1 | 0.01% | 0.32% | 1.88% | Q1 2019 | Q2 2021 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.03% | 0.07% | 0.18% | Q2 2018 | Q3 2022 | 6 |
Amitell Capital Pte Ltd | 6 | 6 | 1.97% | 2.40% | 2.83% | Q4 2020 | Q1 2022 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Distillate Capital Partners LLC | 4 | 2 | 0.72% | 1.69% | 4.00% | Q3 2021 | Q3 2023 | 6 |
Geneos Wealth Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2021 | 6 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 6 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.02% | 0.41% | 0.87% | Q2 2013 | Q2 2019 | 6 |
REINHART PARTNERS, LLC. | 6 | 6 | 0.72% | 1.09% | 1.39% | Q2 2022 | Q3 2023 | 6 |
Avalon Investment & Advisory | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2017 | Q2 2019 | 6 |
Virtus ETF Advisers LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q2 2020 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Flinton Capital Management LLC | 6 | 6 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2019 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
HM PAYSON & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
AGF Investments LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 6 |
Ellevest, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 6 |
MILES CAPITAL, INC. | 3 | 1 | 0.16% | 0.36% | 0.60% | Q2 2014 | Q2 2017 | 6 |
Legacy Wealth Asset Management, LLC | 6 | 6 | 0.14% | 0.20% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Tyers Asset Management LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2019 | 6 |
Lombard Odier Asset Management (Europe) Ltd | 6 | 6 | 0.12% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
ALPHA WINDWARD LLC | 6 | 6 | 0.01% | 0.13% | 0.36% | Q4 2014 | Q1 2016 | 6 |
Aristides Capital LLC | 6 | 6 | 0.38% | 0.88% | 1.22% | Q2 2022 | Q3 2023 | 6 |
Perimeter Capital Partners, LLC | 6 | 6 | 0.50% | 1.06% | 1.39% | Q2 2013 | Q3 2014 | 6 |
CrestPoint Capital Management, LLC | 6 | 6 | 0.21% | 0.28% | 0.34% | Q3 2016 | Q4 2017 | 6 |
Zweig-DiMenna Associates LLC | 5 | 5 | 0.25% | 0.65% | 0.94% | Q1 2018 | Q1 2019 | 5 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.06% | 0.14% | 0.23% | Q4 2020 | Q3 2022 | 5 |
Bay Harbor Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
MOTIVE WEALTH ADVISORS | 5 | 5 | 0.42% | 0.72% | 0.97% | Q2 2021 | Q2 2022 | 5 |
FARALLON CAPITAL MANAGEMENT LLC | 5 | 5 | 1.04% | 1.40% | 1.92% | Q4 2015 | Q4 2016 | 5 |
Covey Capital Advisors, LLC | 5 | 5 | 0.17% | 1.48% | 2.43% | Q4 2021 | Q4 2022 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 5 | 5 | 2.40% | 2.94% | 3.45% | Q3 2019 | Q3 2020 | 5 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
FORTALEZA ASSET MANAGEMENT INC/ | 3 | 2 | 0.18% | 0.53% | 1.12% | Q4 2014 | Q3 2017 | 5 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 2 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2022 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q2 2018 | Q2 2019 | 5 |
TOTH FINANCIAL ADVISORY CORP | 2 | 1 | 0.00% | 0.04% | 0.11% | Q3 2018 | Q3 2023 | 5 |
Invenomic Capital Management LP | 5 | 5 | 1.52% | 2.23% | 2.86% | Q3 2022 | Q3 2023 | 5 |
Venator Management LLC | 5 | 5 | 0.06% | 2.64% | 4.88% | Q4 2020 | Q4 2021 | 5 |
SYNOVUS FINANCIAL CORP | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2020 | 5 |
Covington Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Gyon Technologies Capital Management, LP | 4 | 1 | 0.12% | 0.30% | 0.83% | Q1 2021 | Q4 2022 | 5 |
Orca Investment Management, LLC | 5 | 5 | 1.35% | 1.53% | 1.74% | Q4 2020 | Q4 2021 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 5 |
SCOTIA CAPITAL INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Seaport Global Advisors, LLC | 5 | 5 | 0.36% | 0.50% | 0.56% | Q2 2022 | Q2 2023 | 5 |
Crewe Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 5 |
Lee Capital Management LP | 5 | 5 | 1.54% | 1.82% | 2.28% | Q4 2016 | Q4 2017 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.11% | 0.19% | 0.36% | Q1 2021 | Q3 2023 | 5 |
FineMark National Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Gerstein Fisher | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2015 | 5 |
HONEYWELL INTERNATIONAL INC | 5 | 5 | 0.66% | 0.72% | 0.81% | Q4 2017 | Q4 2018 | 5 |
SQN Investors LP | 5 | 5 | 3.52% | 5.47% | 8.58% | Q2 2019 | Q2 2020 | 5 |
Harvest Fund Management Co., Ltd | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 5 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2017 | 5 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
CAT ROCK CAPITAL MANAGEMENT LP | 3 | 1 | 4.30% | 10.54% | 20.05% | Q4 2018 | Q3 2020 | 5 |
Edge Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
NuWave Investment Management, LLC | 3 | 1 | 0.01% | 0.19% | 0.59% | Q3 2020 | Q3 2022 | 5 |
Concourse Capital Management, LLC | 3 | 3 | 0.70% | 1.97% | 3.55% | Q2 2019 | Q4 2019 | 5 |
Candriam S.C.A. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q1 2020 | 5 |
Airain ltd | 2 | 1 | 0.02% | 0.06% | 0.13% | Q2 2014 | Q2 2017 | 5 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.09% | 0.14% | 0.19% | Q2 2017 | Q3 2018 | 5 |
Newbrook Capital Advisors LP | 5 | 5 | 4.92% | 5.90% | 7.52% | Q4 2014 | Q4 2015 | 5 |
IndexIQ Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 5 |
Cumberland Partners Ltd | 4 | 1 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q1 2023 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 5 |
Heron Bay Capital Management | 5 | 5 | 2.09% | 3.27% | 4.02% | Q3 2022 | Q3 2023 | 5 |
Sciencast Management LP | 2 | 1 | 0.34% | 0.50% | 0.92% | Q1 2017 | Q4 2021 | 5 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2023 | 5 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.14% | 0.26% | 0.43% | Q1 2015 | Q2 2018 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.07% | 0.30% | Q4 2018 | Q1 2021 | 5 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q1 2022 | 4 |
STRYCKER VIEW CAPITAL LLC | 3 | 1 | 5.54% | 6.49% | 7.74% | Q4 2016 | Q3 2018 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Machina Capital S.A.S. | 3 | 1 | 0.02% | 0.11% | 0.26% | Q2 2019 | Q3 2023 | 4 |
MAZAMA CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.12% | 0.24% | Q1 2015 | Q4 2015 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 4 | 4 | 2.86% | 3.35% | 3.75% | Q3 2019 | Q2 2020 | 4 |
Crestline Management, LP | 2 | 1 | 0.09% | 0.25% | 0.31% | Q3 2017 | Q4 2021 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pertento Partners LLP | 4 | 4 | 6.32% | 7.03% | 7.46% | Q4 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LORD, ABBETT & CO. LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2018 | 4 |
HUSSMAN STRATEGIC ADVISORS, INC. | 4 | 4 | 0.09% | 0.19% | 0.26% | Q2 2022 | Q1 2023 | 4 |
SCOGGIN MANAGEMENT LP | 2 | 1 | 0.27% | 0.50% | 0.90% | Q3 2019 | Q2 2020 | 4 |
Pekin Hardy Strauss, Inc. | 4 | 4 | 0.74% | 0.87% | 0.94% | Q4 2022 | Q3 2023 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.06% | 0.18% | Q4 2021 | Q3 2023 | 4 |
NEXPOINT ASSET MANAGEMENT, L.P. | 4 | 4 | 0.04% | 0.07% | 0.08% | Q3 2019 | Q2 2020 | 4 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Private Ocean, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
SHAPIRO CAPITAL MANAGEMENT LLC | 4 | 4 | 3.16% | 3.33% | 3.52% | Q4 2022 | Q3 2023 | 4 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.12% | 0.28% | 0.52% | Q2 2016 | Q4 2018 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Kingsview Wealth Management, LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 1 | 0.04% | 0.06% | 0.10% | Q3 2013 | Q3 2015 | 4 |
Ascent Group, LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q2 2023 | 4 |
Artisan Partners Limited Partnership | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Woodson Capital Management, LP | 3 | 1 | 2.53% | 3.20% | 4.23% | Q4 2016 | Q4 2017 | 4 |
Legacy Capital Wealth Partners, LLC | 2 | 1 | 0.10% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 4 |
SAWGRASS ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.07% | 0.12% | Q1 2015 | Q4 2022 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 4 |
I.G. INVESTMENT MANAGEMENT, LTD. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Crow Point Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2018 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Inspire Advisors, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2021 | 4 |
CIBC WORLD MARKETS CORP | 2 | 1 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q4 2021 | 4 |
Tidal Investments LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q1 2016 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
T. Rowe Price Investment Management, Inc. | 4 | 4 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q2 2023 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 1.10% | 1.18% | 1.32% | Q2 2022 | Q1 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.04% | 0.10% | 0.20% | Q2 2017 | Q1 2018 | 4 |
MOTCO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Horizon Investment Services, LLC | 3 | 1 | 1.06% | 1.23% | 1.56% | Q4 2013 | Q2 2019 | 4 |
Herald Investment Management Ltd | 4 | 4 | 0.19% | 0.19% | 0.20% | Q4 2016 | Q3 2017 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
EQUITABLE TRUST CO | 4 | 4 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q3 2021 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 4 | 4 | 0.07% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Tourbillon Capital Partners, L.P. | 2 | 1 | 0.47% | 1.35% | 2.42% | Q4 2015 | Q4 2016 | 4 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2021 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.01% | 0.12% | 0.17% | Q2 2019 | Q1 2020 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
361 CAPITAL LLC | 2 | 2 | 0.19% | 0.30% | 0.57% | Q4 2018 | Q2 2020 | 4 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.38% | 0.45% | 0.58% | Q2 2013 | Q1 2014 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
GAM SYSTEMATIC LLP | 3 | 1 | 0.03% | 0.07% | 0.13% | Q3 2015 | Q3 2017 | 4 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.08% | 0.11% | 0.21% | Q4 2022 | Q3 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
CLEARFIELD CAPITAL MANAGEMENT LP | 4 | 4 | 5.87% | 7.76% | 10.46% | Q4 2015 | Q3 2016 | 4 |
Sterling Capital Management LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2019 | 4 |
PITCAIRN CO | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SNYDER CAPITAL MANAGEMENT L P | 4 | 4 | 0.52% | 1.24% | 1.60% | Q4 2022 | Q3 2023 | 4 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 4 | 4 | 0.87% | 0.95% | 1.03% | Q1 2017 | Q4 2017 | 4 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 4 | 4 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q1 2014 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.06% | 0.16% | Q1 2020 | Q3 2022 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
EATON VANCE MANAGEMENT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 4 |
CastleKnight Management LP | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Channing Capital Management, LLC | 4 | 4 | 0.44% | 0.48% | 0.51% | Q4 2019 | Q3 2020 | 4 |
TOWNSQUARE CAPITAL LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q4 2020 | 4 |
New World Advisors LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q2 2017 | Q1 2020 | 4 |
Clearstead Trust, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.87% | 0.95% | 1.00% | Q4 2021 | Q3 2022 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GOLDEN GATE PRIVATE EQUITY, INC. | 4 | 4 | 0.81% | 1.35% | 1.98% | Q3 2019 | Q2 2020 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.07% | 0.27% | Q4 2020 | Q4 2021 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
C M BIDWELL & ASSOCIATES LTD | 3 | 1 | 0.14% | 0.51% | 0.98% | Q4 2018 | Q4 2019 | 4 |
CSS LLC/IL | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.06% | 0.10% | Q1 2015 | Q4 2016 | 4 |
Point72 Asset Management, L.P. | 2 | 1 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q2 2023 | 4 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q2 2019 | 4 |
Accurate Wealth Management, LLC | 3 | 1 | 0.01% | 0.45% | 0.70% | Q3 2021 | Q4 2022 | 4 |
tru Independence LLC | 2 | 1 | 0.00% | 0.09% | 0.22% | Q4 2019 | Q1 2021 | 4 |
AIA Group Ltd | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q2 2022 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CREDIT AGRICOLE S A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 4 |
Graypoint LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Kennon-Green & Company, LLC | 4 | 4 | 4.70% | 4.91% | 5.21% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Phase 2 Partners, LLC | 3 | 1 | 2.47% | 4.23% | 5.56% | Q2 2022 | Q2 2023 | 4 |
IPG Investment Advisors LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q1 2018 | Q2 2019 | 3 |
MITCHELL CAPITAL MANAGEMENT CO | 3 | 3 | 0.53% | 0.75% | 0.91% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Curated Wealth Partners LLC | 2 | 1 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q3 2019 | 3 |
Buckley Wealth Management, LLC | 2 | 1 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q2 2023 | 3 |
Aurora Investment Counsel | 3 | 3 | 0.54% | 0.56% | 0.57% | Q4 2022 | Q2 2023 | 3 |
Railway Pension Investments Ltd | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q1 2022 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.16% | 0.74% | 1.56% | Q4 2013 | Q1 2019 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.09% | 0.25% | 0.38% | Q1 2022 | Q4 2022 | 3 |
McElhenny Sheffield Capital Management, LLC | 3 | 3 | 0.39% | 0.45% | 0.49% | Q3 2021 | Q1 2022 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 3 |
Ethic Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Princeton Alpha Management LP | 3 | 3 | 0.05% | 0.11% | 0.14% | Q2 2016 | Q4 2016 | 3 |
RENAISSANCE GROUP LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q1 2023 | 3 |
DELPHI MANAGEMENT INC /MA/ | 3 | 3 | 0.19% | 0.43% | 0.58% | Q1 2019 | Q3 2019 | 3 |
Rivermont Capital Management LP | 3 | 3 | 4.24% | 5.14% | 6.68% | Q4 2022 | Q2 2023 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.12% | 0.16% | 0.18% | Q1 2021 | Q3 2023 | 3 |
SevenBridge Financial Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2019 | 3 |
Watershed Asset Management, L.L.C. | 3 | 3 | 0.24% | 0.26% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Impax Asset Management Group plc | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Lunia Capital LP | 3 | 3 | 4.00% | 4.43% | 4.89% | Q1 2018 | Q3 2018 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Alambic Investment Management, L.P. | 3 | 3 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q2 2017 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Close Asset Management Ltd | 2 | 1 | 0.29% | 0.79% | 1.06% | Q1 2019 | Q2 2021 | 3 |
FJ Capital Management LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q4 2018 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
THORNBURG INVESTMENT MANAGEMENT INC | 3 | 3 | 0.20% | 0.23% | 0.30% | Q3 2018 | Q1 2019 | 3 |
TORRAY INVESTMENT PARTNERS LLC | 3 | 3 | 1.73% | 1.95% | 2.23% | Q4 2018 | Q2 2019 | 3 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.41% | 1.15% | 1.56% | Q4 2022 | Q2 2023 | 3 |
Soros Fund Management | 1 | 1 | 0.02% | 0.18% | 0.27% | Q3 2013 | Q4 2018 | 3 |
Assured Investment Management LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2018 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
First National Bank of South Miami | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 1 | 0.05% | 0.21% | 0.31% | Q4 2014 | Q3 2023 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
FNY Managed Accounts LLC | 2 | 1 | 0.12% | 0.16% | 0.22% | Q3 2015 | Q2 2016 | 3 |
TOBAM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ASB Consultores, LLC | 2 | 1 | 0.12% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 3 |
CARLSON CAPITAL L P | 3 | 3 | 0.05% | 0.12% | 0.16% | Q1 2014 | Q3 2014 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.00% | 0.13% | 0.23% | Q1 2019 | Q1 2020 | 3 |
NEW AMSTERDAM PARTNERS LLC/NY | 3 | 3 | 0.08% | 0.12% | 0.18% | Q3 2018 | Q1 2019 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q1 2019 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
GENESEE VALLEY TRUST CO | 3 | 3 | 0.14% | 0.15% | 0.17% | Q3 2017 | Q1 2018 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2019 | 3 |
Quantamental Technologies LLC | 1 | 1 | 0.14% | 0.22% | 0.34% | Q4 2019 | Q2 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Oak Thistle LLC | 2 | 1 | 0.24% | 0.37% | 0.59% | Q1 2022 | Q2 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
SignalPoint Asset Management, LLC | 3 | 3 | 0.17% | 0.26% | 0.31% | Q1 2019 | Q3 2019 | 3 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q4 2022 | 3 |
OppenheimerFunds, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Hudock, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q3 2018 | Q3 2020 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
PROFUND ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 3 |
Visionary Asset Management, Inc. | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q3 2018 | 3 |
Banco de Sabadell, S.A | 2 | 1 | 0.01% | 0.06% | 0.16% | Q4 2018 | Q4 2019 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q3 2018 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 3 |
ADVISORY RESEARCH INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
WEST PACES ADVISORS INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
EVOKE WEALTH, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
RS INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.08% | 0.10% | 0.14% | Q3 2015 | Q1 2016 | 3 |
UNIVERSITY OF NOTRE DAME DU LAC | 3 | 3 | 0.93% | 1.52% | 1.85% | Q4 2015 | Q2 2016 | 3 |
Foresight Global Investors, Inc. | 3 | 3 | 0.58% | 0.73% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q2 2017 | 3 |
Shannon River Fund Management LLC | 3 | 3 | 1.64% | 3.06% | 4.55% | Q1 2018 | Q3 2018 | 3 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q2 2017 | 3 |
XTX Topco Ltd | 2 | 1 | 0.08% | 0.13% | 0.18% | Q3 2022 | Q2 2023 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.19% | 0.43% | 0.67% | Q2 2015 | Q3 2015 | 2 |
Signature Financial Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Riverloft Capital Management L.P. | 2 | 2 | 0.97% | 1.12% | 1.28% | Q3 2015 | Q4 2015 | 2 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.02% | 0.15% | 0.28% | Q4 2018 | Q1 2020 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2016 | Q3 2016 | 2 |
Alaska Permanent Fund Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
F/M Investments LLC | 2 | 2 | 1.68% | 1.69% | 1.69% | Q4 2021 | Q1 2022 | 2 |
CRITERION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.99% | 1.10% | 1.22% | Q1 2016 | Q1 2017 | 2 |
AM Squared Ltd | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
BRANDES INVESTMENT PARTNERS, LP | 2 | 2 | 0.32% | 0.35% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Absolute Return Capital, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2015 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.15% | 0.58% | 1.01% | Q1 2015 | Q3 2015 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2022 | Q3 2022 | 2 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
AJO, LP | 2 | 2 | 0.05% | 0.17% | 0.28% | Q3 2020 | Q4 2020 | 2 |
Caldera Capital, LLC | 1 | 1 | 1.32% | 1.59% | 1.87% | Q1 2018 | Q3 2018 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.09% | 0.30% | 0.50% | Q2 2017 | Q4 2021 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.10% | 0.17% | 0.24% | Q2 2013 | Q3 2013 | 2 |
ENDEAVOUR CAPITAL ADVISORS INC | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2020 | Q3 2020 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.05% | 0.06% | 0.08% | Q1 2014 | Q1 2015 | 2 |
American Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
NinePointTwo Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q2 2016 | Q2 2017 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PFG Advisors | 2 | 2 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q4 2020 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lee Capital Holdings LLC | 2 | 2 | 1.67% | 2.47% | 3.27% | Q2 2018 | Q3 2018 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.08% | 0.14% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Invictus RG | 1 | 1 | 0.01% | 0.13% | 0.26% | Q4 2015 | Q3 2018 | 2 |
COLUMBUS CIRCLE INVESTORS | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2015 | Q4 2015 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Clearline Capital LP | 2 | 2 | 1.00% | 1.72% | 2.44% | Q3 2019 | Q4 2019 | 2 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.06% | 0.12% | Q3 2017 | Q2 2020 | 2 |
CHICAGO EQUITY PARTNERS LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q4 2015 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q1 2023 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 2 |
Rail-Splitter Capital Management, LLC | 2 | 2 | 1.81% | 1.90% | 2.00% | Q3 2015 | Q4 2015 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 1.22% | 1.29% | 1.36% | Q1 2019 | Q2 2019 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q2 2020 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.10% | 0.14% | Q3 2016 | Q3 2019 | 2 |
Governors Lane LP | 2 | 2 | 1.38% | 2.22% | 3.05% | Q4 2015 | Q1 2016 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Durable Capital Partners LP | 2 | 2 | 1.07% | 1.07% | 1.07% | Q2 2023 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.15% | 0.33% | 0.50% | Q2 2023 | Q3 2023 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q3 2016 | 2 |
DARUMA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q2 2014 | 2 |
Capital Square, LLC | 2 | 2 | 0.11% | 0.17% | 0.23% | Q4 2019 | Q1 2020 | 2 |
Morse Asset Management, Inc | 2 | 2 | 0.97% | 1.02% | 1.07% | Q1 2019 | Q2 2019 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Lee Capital Asset Management LLC | 2 | 2 | 6.07% | 7.32% | 8.58% | Q4 2018 | Q1 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Bridgewater Associates | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.01% | 0.14% | 0.27% | Q1 2015 | Q2 2018 | 2 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.07% | 0.19% | 0.31% | Q4 2019 | Q2 2020 | 2 |
BRC Investment Management LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q2 2014 | 2 |
First Pacific Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
GFI Investment Counsel Ltd. | 2 | 2 | 0.00% | 4.32% | 8.63% | Q4 2016 | Q1 2017 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Man Investments Ltd | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2013 | Q4 2013 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.28% | 0.28% | 0.29% | Q4 2021 | Q1 2022 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 2 |
Calvert Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.01% | 0.32% | 0.64% | Q1 2017 | Q2 2017 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.89% | 0.95% | 1.02% | Q3 2022 | Q4 2022 | 2 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 2 | 2 | 0.32% | 0.47% | 0.61% | Q1 2017 | Q2 2017 | 2 |
LMCG INVESTMENTS, LLC | 2 | 2 | 0.21% | 0.30% | 0.38% | Q2 2015 | Q3 2015 | 2 |
Ashfield Capital Partners, LLC | 2 | 2 | 0.58% | 0.63% | 0.68% | Q1 2019 | Q2 2019 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q2 2019 | 2 |
Marshall Financial Group LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2022 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.07% | 0.11% | 0.15% | Q3 2013 | Q1 2014 | 2 |
Covenant Partners, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2019 | Q2 2019 | 2 |
Folger Hill Asset Management LP | 2 | 2 | 0.27% | 0.56% | 0.84% | Q1 2017 | Q2 2017 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q2 2021 | 2 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Cannon Global Investment Management, LLC | 2 | 2 | 0.39% | 0.97% | 1.55% | Q3 2022 | Q4 2022 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2013 | Q3 2020 | 2 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 2 |
Riverview Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
KENNEDY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.25% | 0.34% | Q3 2019 | Q1 2021 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
First National Bank of Hutchinson | 2 | 2 | 0.48% | 0.49% | 0.51% | Q2 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Edgestream Partners, L.P. | 1 | 1 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q2 2022 | 2 |
Radnor Capital Management, LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Carlyle Group Inc. | 2 | 2 | 2.22% | 2.87% | 3.52% | Q1 2013 | Q2 2013 | 2 |
HWG Holdings LP | 2 | 2 | 0.15% | 0.37% | 0.58% | Q2 2017 | Q3 2017 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Thrax Management, LLC | 1 | 1 | 0.10% | 0.53% | 0.96% | Q4 2015 | Q4 2016 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.11% | 0.14% | 0.17% | Q4 2015 | Q1 2016 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
AMG National Trust Bank | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q2 2020 | 2 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
HHR Asset Management, LLC | 2 | 2 | 1.07% | 1.38% | 1.70% | Q1 2019 | Q2 2019 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 2 |
COWEN INC. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q4 2018 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.22% | 0.27% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Hyperion Capital Advisors LP | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q1 2022 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Coronation Fund Managers Ltd. | 1 | 1 | 0.12% | 0.17% | 0.21% | Q1 2019 | Q4 2022 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TURNER INVESTMENTS LLC | 2 | 2 | 0.15% | 0.62% | 1.09% | Q2 2017 | Q3 2017 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Highlander Partners, L.P. | 2 | 2 | 1.92% | 2.22% | 2.52% | Q2 2023 | Q3 2023 | 2 |
Atika Capital Management LLC | 2 | 2 | 1.44% | 1.64% | 1.83% | Q2 2015 | Q3 2015 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Lisanti Capital Growth, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
AFT, FORSYTH & COMPANY, INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2019 | Q1 2019 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital World Investors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Csenge Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Atom Investors LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OGBORNE CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.01% | 4.01% | 4.01% | Q4 2019 | Q4 2019 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 1.69% | 1.69% | 1.69% | Q2 2020 | Q2 2020 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Siris Capital Group, LLC | 1 | 1 | 17.54% | 17.54% | 17.54% | Q4 2018 | Q4 2018 | 1 |
SENECA CAPITAL INVESTMENTS, L.P. | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2015 | Q3 2015 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2017 | Q4 2017 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Benson Investment Management Company, Inc. | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2019 | Q3 2019 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2018 | Q4 2018 | 1 |
Signition LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hunt Lane Capital LP | 1 | 1 | 7.85% | 7.85% | 7.85% | Q4 2015 | Q4 2015 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Varma Mutual Pension Insurance Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Astrantus Ltd | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2022 | Q1 2022 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2023 | Q1 2023 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Gould Capital, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2021 | Q4 2021 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2016 | Q3 2016 | 1 |
DEAN INVESTMENT ASSOCIATES, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2018 | Q3 2018 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
Ratan Capital Management LP | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2015 | Q2 2015 | 1 |
MQS Management LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2019 | Q2 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2015 | Q2 2015 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MANA Advisors LLC | 1 | 1 | 5.16% | 5.16% | 5.16% | Q1 2020 | Q1 2020 | 1 |
Valtura Capital Partners LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2016 | Q2 2016 | 1 |
Metis Global Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Fox Point Capital Management LLC | 1 | 1 | 3.12% | 3.12% | 3.12% | Q3 2015 | Q3 2015 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
MANGROVE PARTNERS IM, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DAVIS-REA LTD. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2019 | Q2 2019 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2018 | Q3 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Centre Asset Management, LLC | 1 | 1 | 2.29% | 2.29% | 2.29% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Hapanowicz & Associates Financial Services, Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
NVWM, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2019 | Q2 2019 | 1 |
HARBER ASSET MANAGEMENT LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2022 | Q1 2022 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Maven Securities LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Dean Capital Management | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Maple Rock Capital Partners | 1 | 1 | 1.97% | 1.97% | 1.97% | Q1 2020 | Q1 2020 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hawk Ridge Capital Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2015 | Q3 2015 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2020 | Q4 2020 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2022 | Q2 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2015 | Q2 2015 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2021 | Q4 2021 | 1 |
Harvest Capital Strategies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
DODGE & COX | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2020 | Q2 2020 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2015 | Q3 2015 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2016 | Q1 2016 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VERTEX ONE ASSET MANAGEMENT INC. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2019 | Q3 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Bullseye Asset Management LLC | 1 | 1 | 4.05% | 4.05% | 4.05% | Q4 2019 | Q4 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Glenview Capital Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2015 | Q2 2015 | 1 |
Kula Investments, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2013 | Q4 2013 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 3.09% | 3.09% | 3.09% | Q1 2020 | Q1 2020 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SHAKER INVESTMENTS LLC/OH | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2019 | Q2 2019 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2018 | Q2 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
Sixth Street Partners Management Company, L.P. | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2023 | Q3 2023 | 1 |
Telemark Asset Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2017 | Q3 2017 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
AtonRa Partners | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Old West Investment Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2023 | Q3 2023 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Callodine Capital Management, LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2013 | Q3 2013 | 1 |
Aravt Global | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2015 | Q4 2015 | 1 |
External links
This page lists all the filers that currently own SS&C TECHNOLOGIES HLDGS INC or have owned SS&C TECHNOLOGIES HLDGS INC in the past.